What is SMOBPro?
Posted on : 03 Oct, 2021 | Last Update - 7 months ago
SMOB-Project CRM known as PCRM is a perfect, robust, lightweight, superfast web application to fulfill all your CRM, Project Management, and Team Collaboration needs. Save hours every day by Managing Projects, Tasks, Leads, Clients, and Teams at One Place using PCRM
Features of PCRM – Project Management Tool
Create unlimited amounts of Projects with start and end date of project, each with their own unique teams. You can easily assign teams and client to each project. After the creation of a project, you can create tasks of that project and assign those tasks to the project team members in order to get tasks done. You can see all the details about projects like graphical overview, project tasks, project statistics, project files, project users, and many more.
Add a new task and prioritize them according to the need of urgency. Assign the task to one or multiple team members and set a due date for task completion. You can add comments and attach necessary files in a required task. Using a Kanban board and clear statistics helps you understand the status of tasks and you can drag and drop the task to change the status of tasks. Detail model of the task will show you all the necessary details of those tasks.
Client and Team Management
You can add a new user and remove an unnecessary user when required. Also, admin can make any team member as admin and also from admin to a team member. You can easily add this member to any project and assign tasks to those members. You can easily collaborate with your team and work together on any project or task.
Keep track of your opportunities. Manage potential customers and followup their status and convert your leads into paying customers.
Unlimited free video conference. Do video meetings/conference with your clients and team members for unlimited time.
Keep track of the amount of time that you spend on your project tasks which can be billed to your client.
Invoices and Payments
You don’t need to send an invoice to your client separately. Easily send an invoice to your client and get paid from Paypal, Stripe, Razorpay, Paystack, TeslaPay and Bank Transfer in the application.
Custom Currency and Taxes
You can set your custom currency according to your need. This feature will allow you to set Project Budget and send an invoice in your native currency. Also, you can create unlimited taxes and apply them to your work through invoice.
Gantt Chart / Calendar
The due dates of the projects and tasks will appear in the Gantt Chart and Calendar.
Estimates help you to convert your leads into orders. Clients are more willing to commit to a project when they have an idea of the total cost.
Admin always has all the permission, and no one can change that. Admin has the power to give any permission to the user. Permissions like view projects and tasks, update, delete, and many more.
Manage your team members leave requests. Approve or reject leave applications
Chat allows you to communicate with all team members. You don’t have to leave the application for any discussion.
You can create your own daily ToDo list. That will help you to complete your tasks on time.
Make personalized notes for your self because of these busy days. We can not remember all the things. Just add those things here as a reminder.
You can easily customize PCRM according to your need. From the setting section, you can change the name of the application, footer, logos, timezone, date format, and many more options for your convenience.
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